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Carl Stuart Investment Advisor’s Baker Hughes BKR Stock Holding History

Carl Stuart Investment Advisor’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-242
Closed -$220K – 31
2023
Q1 		$220K Buy
+242
New +$7.32K 0.21% 32

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Carl Stuart Investment Advisor's BKR Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Baker Hughes (BKR) in Q2 2023, closing a stake of 242 shares — an estimated $220K sold.

Carl Stuart Investment Advisor first reported a position in BKR in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 672 funds tracked by Wall St. Rank hold BKR as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Baker Hughes position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 242 Baker Hughes shares in Q2 2023, an estimated $220K.
  • Carl Stuart Investment Advisor first reported a position in Baker Hughes in Q1 2023 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Baker Hughes position peaked at $220K in Q1 2023.
  • 672 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.